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Waterstone Financial shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Waterstone Financial

Tip: Access up to 7 years of quarterly data

All positions including Waterstone Financial held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Waterstone Financial by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $192k 11k 16.75

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Waterstone Financial

BlackRock
Dimensional Fund Advisors
Renaissance Technologies
Vanguard Group
State Street Corporation
Geode Capital Management
Bridgeway Capital Management
CSM Advisors
Arrowstreet Capital, Limited Partnership
Goldman Sachs Group
American Century Companies
AQR Capital Management
Northern Trust
Charles Schwab Investment Management
Fourthstone

View all funds holding Waterstone Financial